The Dashboard

Overview

When you first log in to Ankota, you will be presented with the Main Menu in the left-hand column. At the top of the Main Menu is the Dashboard. This screen gives you a quick-glance macro overview of your scheduling processes.

The following data is provided:

• Census: a summary of your clients, in all their statuses.
• Phone calls: your completed, pending, and failed Foresight Care calls. (If you are not using Foresight Care, this does not apply.)
• Open Alerts: unreviewed ("open") alerts.
• Visits: closed and scheduled visits today.
• Open visits: unassigned visits in the next few days.

This is a particularly useful morning review for schedulers.